Case Manager (Mortgage and Secured Loan Applications)

Cyv 1825 Limited T/A That Recruit
£17000.00 - £23500.00 Per Year
28 Sep 2017
03 Nov 2017
Contract Type
Full Time
About the business We are passionate about delivering exceptional service to our clients and committed to being the UK's most trusted and experienced specialist distributor in the mortgage market. We are growing at a rapid pace, and are looking for energetic, motivated and professional individuals to join the team and be part of our future success. About the role We are looking for Case Managers who will manage their own caseload of mortgage and secured loan applications, to ensure that they are processed efficiently, and to the standards required by the Business, Lenders and the FCA. Primary Responsibilities: * Managing a caseload of mortgage/secured loan applications & ensuring they progress to completion accurately & efficiently * Communicating with lenders/brokers over the telephone/email promptly & politely, using industry terms with confidence * Gathering/collating information from clients/brokers in order to gain intelligent insight to our clients' needs & requirements * Assessing applications through credit search reviews, client profiling, & registry searches * Supporting paperwork in order to successfully submit the loan application to our lender, getting it right first time every time * Analysing data effectively when looking at client files to ensure that the product & rate is the most suitable for the client * Ensuring full compliance to the FCA guidelines, data protection & other regulatory frameworks Requirements/Skills: * Ideally 1+ years' experience working in a financial services business (e.g. loans, mortgages, debt management, insolvency) * Previous experience working in a case owner or underwriting role with a Specialist Financial Services background would be preferred * Computer literate and proficient with MS office applications * Communicates accurately, concisely, confidently & compellingly to a variety of audiences * Able to adapt communication method and style based on situation * Strong organisation skills & able to manage multiple timelines & complete tasks quickly within the constraints of clients' timelines/budgets * Ambition to grow professionally in a highly flexible and fast-moving environment The right individual for this role will be a motivated and energetic, be customer focused with a friendly confident manner. They will be proactive and be able to work at pace whilst remaining calm under pressure. To be considered for this role, please apply today.
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